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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1601
Carolinas Wealth Consulting
North Carolina
$118K -$4.11K -15 -4%
DCBT
1602
Dakota Community Bank & Trust
North Dakota
$118K -$2.19K -8 -2%
SSB
1603
Sandy Spring Bank
Maryland
$118K – – –
BCM
1604
Blume Capital Management
California
$115K -$27.4K -100 -20%
AIM
1605
Arcadia Investment Management
Michigan
$115K +$110K +400 New
MAM
1606
Meeder Asset Management
Ohio
$110K +$1.92K +7 +2%
JWA
1607
JFS Wealth Advisors
Pennsylvania
$109K +$822 +3 +0.8%
FFO
1608
Fortitude Family Office
Arizona
$106K +$14.5K +53 +17%
MSFP
1609
Mark Sheptoff Financial Planning
Connecticut
$104K – – –
WSC
1610
Wellington Shields & Co
New York
$104K +$99K +361 New
HGA
1611
Hobbs Group Advisors
South Carolina
$100K -$41.1K -150 -30%
AA
1612
AlphaCentric Advisors
Puerto Rico
$97.5K -$3.56K -13 -4%
MSWM
1613
Mowery & Schoenfeld Wealth Management
Illinois
$97.2K – – –
BL
1614
BFSG LLC
California
$96.6K – – –
AW
1615
Avion Wealth
Texas
$96K +$76.2K +278 +488%
HNB
1616
Hilltop National Bank
Wyoming
$94.9K +$1.92K +7 +2%
HWA
1617
HHM Wealth Advisors
Tennessee
$94.3K +$7.4K +27 +9%
HFS
1618
Hantz Financial Services
Michigan
$91K +$4.93K +18 +6%
ITIM
1619
Indiana Trust & Investment Management
Indiana
$90.3K – – –
BWP
1620
Baldwin Wealth Partners
Massachusetts
$88K +$32.9K +120 +65%
LCM
1621
Logan Capital Management
Pennsylvania
$85.9K -$49.1K -179 -38%
RFS
1622
Richardson Financial Services
Massachusetts
$85.7K – – –
CTA
1623
Colonial Trust Advisors
South Carolina
$83.9K +$13.7K +50 +21%
PWMG
1624
Private Wealth Management Group
New Jersey
$82.5K +$548 +2 +0.7%
CPA
1625
Capital Performance Advisors
California
$82.2K +$78.1K +285 New
63 64
65
66 67